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A screenshot from Noom’s website (Sherwood News)
A screenshot from Noom's website. (Sherwood News)

Lilly cuts partnership with Noom in latest salvo in war on compounded GLP-1s

The end of the partnership marks the latest schism between drugmakers and telehealth providers.

Eli Lilly has terminated its partnership with Noom after the telehealth platform continued to sell knockoff versions of blockbuster GLP-1 drugs.

Lillys pharmacy provider “has notified Noom that it is terminating Noom’s LillyDirect platform integration,” a spokesperson for the company told Sherwood News on Friday. The partnership with Noom was announced in March and allowed patients on the platform access to vials of Lillys blockbuster weight-loss drug Zepbound, which are cheaper than the pens typically sold.

Noom has recently promoted “microdosed” GLP-1 treatments, using compounded versions of the diabetes and weight-loss medication. Lilly has previously said that part of its deals with telehealth partners are that they dont continue selling knockoff versions of GLP-1s.

Noom did not immediately respond to a request for comment.

Zepbound vial
Zepbound vials (Eli Lilly)

Telehealth companies like Hims & Hers and Noom began selling copies of the popular weight-loss drugs while they were in shortage but were supposed to stop selling them at scale when supply issues waned earlier this year.

Lilly and Novo Nordisk, which makes rival weight-loss drugs, struck deals with several telehealth companies in what they described as an effort to transition patients who were on compounded versions of their drugs to the name-brand version. But some telehealth companies, which can make more money selling knockoffs compared to shifting customers to the name-brand version, have quietly continued to offer compounded versions.

The end of Lillys partnership with Noom marks the latest schism between drugmakers that manufacture the massively popular drugs and the telehealth companies that have helped expand their reach.

Novo Nordisk has partnerships with telehealth providers. In June, Novo abruptly said it was calling off its deal with Hims & Hers and accused the company of “illegal mass compounding and deceptive marketing.”

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A screenshot from Hims & Hers' website. (Sherwood News)

Hims to begin selling GLP-1 microdosing treatments

The company reports earnings results next Monday.

Premium seats help push airlines higher following third-quarter results

Shares of American Airlines are climbing toward the carrier’s best trading day since August 12, when ultra-budget rival Spirit issued its initial warning about its ability to survive. American’s shares are up more than 7% on Friday afternoon.

Investors’ optimism comes a day after American posted a better-than-expected full-year earnings forecast. In a call with investors, American said that it’s ramping up its premium cabin offerings.

“Our ability to grow capacity in premium markets will be further supported as we take delivery of new aircraft and reconfigure our existing fleet. These efforts will allow us to grow our premium seats at nearly two times the rate of main cabin seats,” CEO Robert Isom said. American CFO Devin May said that nose-to-tail retrofits of certain wide-body jets will bump the number of premium seats available on those planes by 25%.

Extra legroom has been a boon for major carriers, particularly this quarter. Delta Air Lines said its premium product revenue grew 9% in Q3, compared to a 4% drop in economy seat revenue. Similarly, United Airlines said its premium revenue grew 6%, outpacing economy. Shares of both airlines were up more than 3% on Friday.

Carriers with less exposure to first- and business-class tickets like Southwest Airlines and JetBlue didn’t see the same amount of momentum on the day.

Ford plant Cologne

Ford rallies to 52-week high: Wall Street is optimistic about its EV reset and aluminum plant recovery plan

Ford shares reached their highest level since July 2024 in Friday morning trading.

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